Willow Creek Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 130 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Willow Creek Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$260
-99.9%
10,2580.0%0.04%
-14.0%
Q3 2022$259,000
+8.4%
10,258
+9.6%
0.05%
+13.6%
Q2 2022$239,000
+0.4%
9,3580.0%0.04%
-8.3%
Q1 2022$238,000
-2.1%
9,3580.0%0.05%
-4.0%
Q4 2021$243,000
+12.0%
9,358
+12.0%
0.05%
+4.2%
Q3 2021$217,000
-0.5%
8,3580.0%0.05%
-7.7%
Q2 2021$218,000
-0.5%
8,3580.0%0.05%
-35.0%
Q1 2021$219,0000.0%8,3580.0%0.08%
-2.4%
Q4 2020$219,0008,3580.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Virginia National Bank 27,275$696,1943.18%
Paradigm, Strategies in Wealth Management, LLC 100,524$2,565,8751.64%
SONATA CAPITAL GROUP INC 119,565$3,0521.63%
Covington Investment Advisors Inc. 199,456$5,0911.08%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,853$1,451,1731.07%
Praetorian Wealth Management, Inc. 125,631$3,206,7311.02%
Source Financial Advisors LLC 82,380$2,102,7500.71%
PFG Private Wealth Management, LLC 37,297$952,0060.71%
LEAVELL INVESTMENT MANAGEMENT, INC. 326,389$8,3310.58%
Atwater Malick LLC 47,527$1,213,1270.53%
View complete list of ISHARES TR shareholders